Merge Clients

The merge Clients function performs a record update process to merge records from one client record into another. This is typically done because when both client records are the same person.

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Navigation

Tools > Client Functions > Merge Clients

Applies To:    Enterprise    Plus    Basic

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Overview

The Merge Client data function is a manual process. 

• The Merge Client process can be very resource-intensive and can increase the possibility of creating record deadlocks while the process is running, and other users are adding/modifying data.  For this reason, we suggest restricting the number of users who have permissions for the Merge Clients menu option.
  
• A Case Note will automatically be added to the saved Client with the name and client ID of the merged client record (as of 12/9/13).
• A Merge List report is available to review past client merges. If a client has been merged more than once, only the last merge will display.

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To Merge Client Records

• Launch the Merge Clients function.
• Enter a Source and Target Client ID.
  • The Source client record is the record that will be deleted upon successful merge completion.
  • The Target client record will be the record saved upon successful merge completion.
    
• Release 2: Click the Next button. Confirm your selection.
  
• Release 3: Click the Submit button.
• You will receive a prompt when the merge is complete.

Details

• All data in Applications, Assignment, Attendance, Assessment, Assignments, Blocks, Family, Case Notes, Documents, Residency, Progress, Testing, Employment, Goals/Achievements, Placement, Payments, Funding, Classifications, Checklist, Coursework,  Invoices, Higher Ed, Evaluation Replies, Contracts, Message Log, SMS Message Log, Client Skills, Client Testing, Page View, and Referrals are transferred to the new Client ID.
• Some data may duplicate if records exist in both the Source and Target Clients.
• Data from the Source Client Primary (Info), Client Profile, and Client Fee Group records are not merged.
• The Source Client Primary record is deleted unless the Client is shared with another Branch Unit.
• If the Source and Target Clients both have at least one matching Assignment, the merge is restricted and prevented. Fix the duplicate Assignment and try the process again.
• Tables not supported by the version of XenDirect are ignored.
• There is no recovery method to undo a completed client merge. Be sure to confirm the merge before starting the process.

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